Innovator US Equity Buffer ETF December
BDEC
64 hedge funds and large institutions have $69.4M invested in Innovator US Equity Buffer ETF December in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 28 reducing their positions, and 9 closing their positions.
3.34% more ownership
Funds ownership: 57.58% → 60.92% (+3.3%)
5% more capital invested
Capital invested by funds: $66.2M → $69.4M (+$3.21M)
7% less funds holding
Funds holding: 69 → 64 (-5)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
57% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$1.48M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$703K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$464K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$455K |
| 5 |
KWM
KFG Wealth Management
Granger,
Indiana
|
+$367K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$1.67M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
-$955K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$797K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$430K |
| 5 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$365K |
BDEC Hedge Fund Activity: Q2 2023 in Review
64 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF December (BDEC) for Q2 2023, worth a combined $69.4M — up 4.8% from $66.2M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of BDEC and 4 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 12 added.
The largest buyer was Blue Trust Inc, opening a new position worth an estimated $1.48M. The largest seller was Krilogy Financial, cutting an estimated $1.67M.
- 64 institutional investors held Innovator US Equity Buffer ETF December (BDEC) as of Q2 2023, down from 69 in Q1 2023.
- Funds reported $69.4M of Innovator US Equity Buffer ETF December stock for Q2 2023, up 4.8% quarter-over-quarter.
- 4 funds opened new Innovator US Equity Buffer ETF December positions in Q2 2023 and 9 closed out, a net change of -5 holders.
- The largest Innovator US Equity Buffer ETF December buyer in Q2 2023 was Blue Trust Inc, an estimated $1.48M added.
- The largest Innovator US Equity Buffer ETF December seller in Q2 2023 was Krilogy Financial, an estimated $1.67M sold.
Based on aggregated 13F filings for Q2 2023.